Description
With the far-reaching changes brought about by recent tax reform, careful planning takes on new importance. This course presents the most important income tax planning ideas wealthy clients and closely held business owners need to consider this year to take advantage of the present and plan for the future. It highlights areas in the income tax return that suggest future opportunities for the individual client. Continuously updated for the latest legislation and IRS guidance.
Objective
Identify areas where individual taxpayers are not taking full advantage of the Code Know the directions in which taxes are changing or are likely to change and how that affects planning
Advanced Preparation
None
Required Knowledge
Experience in individual income tax planning and income tax return preparation
Who Should Attend
All practitioners involved in tax planning for individuals who need to go beyond basic tax and financial planning techniques
Credit Types
- CPE – Taxes
Event Speaker(s)
Registration Fees
| Registration | Type | Price |
|---|---|---|
| WLS01226: Registration – Member | Mem | $165 |
| WLS01226: Registration – Non-Member | NM | $325 |
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.